Frequently Asked Questions

Yes we have a custom trained model that assists users with analyzing the Financials for the properties you are working on Underwriting. Additionally we have AI integration that allows you to quickly underwrite your properties by extracting data from the Offer Memorandum. In the future we will be adding support for the Rent Rolls as well.

Our custom trained model has is able to analyze your financials, this could be a T12 or even a T3. It understands how to extract each line item and categorize it for you. Additionally it will pull out each individual month from the financials so that you can get alerts about potential red flags for outlyer months.

AI Powered features are currently available as part of our platform. If you do not currently have it you can upgrade to add Enhanced AI Underwriting to your portal. We will be continuing to add AI powered Assistants over time.

Yes! You can connect your underwriting data to AI-powered chat assistants, allowing you to ask detailed questions and receive insights about your property.

Yes! Groups can define their own meeting schedules, create custom activities, and assign point values to track progress.

Teams allow related members, such as a Husband and Wife, to participate together while maintaining individual access. This allows them to work toward shared goals while tracking activities as a unit.

When a member surpasses their goal, the system automatically sends a congratulatory email to all group members, encouraging motivation and engagement.

Accountability Partners are smaller sub-groups within a larger Group. These allow members to pair up and check in with each other more frequently outside of the main group meetings.

Groups provide a structured way for users to collaborate, set goals, track progress, and support each other. Groups can be used for networking, learning, or accountability.

Mastermind Groups focus on recurring discussions and learning, while Accountability Groups are more structured around goal tracking and progress measurement.

No, Soft Commits are non-binding indications of interest from investors. They help you gauge investor interest and plan your fundraising efforts accordingly.

Yes, our system tracks Investor Pre-Qualification forms, which indicate whether an investor is Accredited, Sophisticated, or a Crowd Fund Investor.

Soft Commits are a great way to get a guage on your business and evaluate how much capital you may be able to raise once you have a property ready.

Investor Soft Commits and Pre-Qualification forms are logged automatically in the Contact’s Log. This creates a complete audit trail of investor interactions.

No, Soft Commits are a general expression of intrest of investing. For example when an Investor completes a Prequalification Form we capture the amount they are looking to invest along with the source of funds and log this.

Soft Commits allow investors to express their interest in funding a deal by specifying a dollar amount and a source of funds. These commitments can be updated by the investor at any time.

Yes, you can connect as many calendars as you like, whether they are from work or personal accounts. We check all connected calendars to prevent double bookings.

Yes, you can configure multiple meeting types with different durations, such as 15-minute and 30-minute meetings, to allow investors to select the length that suits them best.

Yes, you can define blackout dates to prevent investors from booking meetings on days you are unavailable.

You can define your available time slots and set custom blackout dates. The system will only offer times that fit within your availability while checking connected calendars to avoid conflicts.

Our system automatically checks your connected calendars before offering available time slots to investors, ensuring you are never double-booked.

We currently support Microsoft Teams, Google Meet, and Zoom for scheduling meetings. Additional integrations may be added in the future.

All meetings are automatically logged in the investor’s Contact Log, providing a clear history of interactions for compliance and relationship tracking.

Yes, you can invite multiple partners to work on underwriting a deal together. Each partner can contribute analysis, notes, and insights.

Yes, you can invite external partners to collaborate on underwriting deals as long as they have an account on the platform.

No, partnerships in the portal are for underwriting collaboration only. Equity splits and financial structuring must be managed separately.

Partnerships allow multiple users to collaborate on underwriting properties as Co-GP partners. This makes it easier to analyze deals together and track progress in real-time.

No, the platform is fully cloud-based, so you can access it securely from any device with a web browser. No downloads or installations are required.

We release regular updates to improve security, add new features, and enhance performance. Updates are automatically applied without any downtime. We generally release larger features every 1-2 months, while we may apply bug fixes on a more frequent cadence as needed.

Security is a top priority. The platform is built on modern cloud infrastructure with enterprise-grade encryption, multi-factor authentication, and strict access controls to keep your data safe.

We employ Multi-Region backups ensuring that in the unlikely event of a natural disaster affecting a Microsoft Datacenter, your data will still be backed up in a different Region of the United States.

The platform is hosted on Microsoft Azure, one of the most secure and scalable cloud environments available. This ensures high uptime, strong security, and fast performance.

No, the platform is designed to scale as your business grows. Whether you’re managing a few deals or hundreds, the system remains fast and reliable.

Yes, underwriting reports can be exported in multiple formats, including Excel and PDF, for further analysis or sharing with investors, lenders, or coaches.

Yes, you can share underwriting reports with your internal team members and external partners, allowing them to review and provide input on a deal.

Yes, the underwriting platform allows you to track the status of a property throughout the underwriting process, including whether it has been dismissed, if a Letter of Intent (LOI) has been submitted, accepted, or rejected, and whether an offer has been made and its outcome.

The platform includes a ZIP Code Database with demographics data sourced from the latest public census. This allows you to assess population density, median household income, and other key factors when underwriting a property.

Yes if we have confirmed that you are member of RE Mentor, or if you have used an RE Mentor code while purchasing, then you can export your Underwriting to their Forms for you to share with your Coach.

The underwriting tool calculates key investment metrics such as Cap Rate, Cash-on-Cash Return, Internal Rate of Return (IRR), Net Operating Income (NOI), Debt Service Coverage Ratio (DSCR), and Loan-to-Value (LTV) ratios.